SendNow
SendNow is a web service for financial professionals who share pitch decks, proposals, and reports.
What SendNow is
SendNow is a web service for financial professionals who share pitch decks, proposals, and reports. It records document engagement by page, including time spent in sections, return visits, and open notifications that can indicate when follow-up is due. Documents can be grouped into branded deal rooms with viewer-specific watermarks, NDA gates, and analytics. Controls include passwords, email verification, screenshot and download blocking, expiring links, and audit logs. Logs timestamp views, downloads, page changes, NDA signatures, and link revocations, with CSV export and API access. SendNow connects with Slack, HubSpot, and Salesforce, and webhooks can send events elsewhere. Documents use AES-256 encryption at rest and TLS 1.3 in transit. The service describes GDPR compliance, CCPA rights, US hosting, and EU/EEA transfer safeguards. A 24-hour trial permits two uploads and one active microsite; trial files are deleted afterward. Paid plans are billed annually, with one team seat each.
Good
- Page-level engagement and return-visit tracking
- Branded deal rooms with NDA gates
- Password, download, and screenshot controls
- Slack, HubSpot, and Salesforce integrations
- AES-256 and TLS 1.3 encryption
Watch out
- No free plan
- Web platform only
- Trial files deleted after 24 hours
- One team seat per paid plan
Who it suits
It suits financial professionals sharing sensitive sales or transaction documents.
Verdict
SendNow combines document sharing, reader analytics, deal rooms, and access controls for financial workflows. Review its annual plan limits and single-seat structure before choosing a tier.
Plans and prices
From SendNow's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Free Trial | Free | 24 hours · Max 2 uploads · 1 active microsite · 24-hour link expiration · Trial files permanently deleted after expiration |
| Lite | $6.25 a year | 5 documents · 2 GB total storage · 1 team seat · 500 MB max file size · billed annually |
| Lite | $9 a month | 5 documents · 2 GB total storage · 1 team seat · 500 MB max file size · billed monthly |
| Pro | $9 a year | 100 documents · 15 GB total storage · 1 team seat · 2 GB max file size · billed annually |
| Pro | $17 a month | 100 documents · 15 GB total storage · 1 team seat · 2 GB max file size · billed monthly |
| Business | $20 a year | 300 documents · 50 GB total storage · 1 team seat · 10 GB max file size · billed annually |
| Business | $43 a month | 300 documents · 50 GB total storage · 1 team seat · 10 GB max file size · billed monthly |
The facts
Each one read from SendNow's own pages, with the date it was checked.
What it does
- Audit logs
- SendNow says it timestamps document views, downloads, page changes, NDA signatures, and link revocations, with CSV export and API availability.checked 7 Oct 2026
- Deal rooms
- SendNow can bundle documents into branded deal rooms with viewer-specific watermarks, NDA gates, and analytics.checked 7 Oct 2026
- Document analytics
- The product provides page-by-page engagement, time spent per section, return visits, and open notifications.checked 7 Oct 2026
- Document controls
- Listed controls include password protection, email verification, screenshot blocking, download blocking, link expiration, and audit logs.checked 7 Oct 2026
- Integrations
- The site says SendNow connects with Slack, HubSpot, and Salesforce, and can push events to other systems through webhooks.checked 7 Oct 2026
- Privacy and compliance
- The security page describes GDPR compliance, CCPA rights, US hosting, and EU/EEA transfers under Standard Contractual Clauses.checked 7 Oct 2026
- Purpose
- SendNow lets financial professionals share pitch decks, proposals, and reports while tracking who opened them, which pages they read, and when to follow up.checked 7 Oct 2026
- Security
- The security page says documents are encrypted at rest with AES-256 and data in transit with TLS 1.3.checked 7 Oct 2026
- Support
- The contact page lists an average response time under two hours on business days and provides support at [email protected].checked 7 Oct 2026
Money
- Plan limits
- The pricing comparison lists one team seat on each document plan and maximum file sizes of 500 MB, 2 GB, and 10 GB for Lite, Pro, and Business, respectively.checked 7 Oct 2026
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